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To: tero kuittinen who wrote (1766)	4/14/1999 8:47:00 PM
From: DaveMG	Respond to of 34857

I think one of the things to keep in mind is that both GSM and CDMA are mkts that are expanding very very rapidly. GSM phones can sell like hot cakes and so can CDMA phones. QCOM only has capacity to produce about 650,000 phones per month at the moment I believe, so obviously they're not trying to "take the market". My guess is QCOM is backing away from the Q phone and will do its best with the Thinphone and learn whatever they can with the pdQ. QCOM is a small company doing a pretty good job of making its way amongst giants. I live in the US so I don't have to send emails or call. My informal sureveys around NYC agree with you about the CDMA StarTac, they're selling all they can get, and they've got better battery life than anything else on the shelf right now. That will soon change though.. BAM has virtually no phones of any kind. Sprint has the last generation phones by Q, Samsung, Denso, Sony,and Nokia too. I'm not so sure that brand awareness is important with the type of customer I see signing up for the lower priced packages. They want a phone that works with reasonable specs cheap..They're not buying StarTacs and they don't drive European cars. If 15 out of 20 of these sources tell me that leading US operators are backing away from Qualcomm phones as fast as they can it doesn't take a rocket scientist to draw some conclusions. Jacobs has said in no uncertain terms that business is very strong so I assume it must be. BTW I would say that approx 1/3 of the phones I see around NYC are QCOM phones, not bad for a small company losing marketshare.I have friends and family members who use em and like em despite all teh disparaging things you've had to say about them. I wonder if your feedback isn't a little like these threads. People of like mind congregate together.. Dave

To: tero kuittinen who wrote (1766)	4/15/1999 8:20:00 AM
From: DaveMG	Read Replies (1) \| Respond to of 34857

Some more thoughts.. The innate superiority of IS-95 over GSM is something consumers are having a hard time to notice. I don't know if this remark is meant to be sarcastic or not but I would suggest to you that there must be something about CDMA which is superior to GSM/TDMA judging from the consensus to use it as the core of the new standard.I suspect that as data occupies an increasing piece of the spectrum the "inherent advantages" will start to show up. 1XRTT, this years upgrade is supposed to DOUBLE capacity without grave expenditures on the part of the IS95 carriers.We're seeing more and more articles where it's stated matter of factly that CDMA is a superior system. Is this just vendor/American hype or what? Consumers are not making this choice, carriers are. It's certain other infrastructure equipment providers that are exposing themselves to third world risks. Not that Wall Street cares right now Yes, what's happened to the rational mktplace? I will certainly be happy when we see less of this vendor financing. Hopefully the sale of infrastructure to Ericsson will diminish this. Looks like Q gave the division away so we'll take a big charge on that..ugh.. Perhaps future royalties and an expanded mktplace will make up for it, I don't know, but I assume that's what Dr J is counting on. I still don't understand why you continue to make derisory statements about Q mgmnt such as " I wouldn't trust a thing either of these companies say" referring to Q and ERICY. I've followed this company for quite a while and have never known them to pass on falsehoods. And WHERE is that Nokia dual band CDMA phone which you declared in no uncertain terms we would see in the stores by now? My apologies to those of you wondering why all of this is taking place over here on the Nokia thread but Tero has stopped paying visits. And besides, nothing else seems to go on over here anyway, not that Nokia investors of which I am one are suffering for it... DMG

To: tero kuittinen who wrote (1766)	4/15/1999 10:53:00 AM
From: brian h	Read Replies (2) \| Respond to of 34857

Tero, Have a 30,000 hits does not mean a squash to me. I pay visits to Yahoo sites 200 times a day. Did I pay Yahoo any money? No. You are a chemist who likes to claims percentage and samples. You just forgot your samples (15 out of 20 stores in USA) is too small to mean anything. Even a rocket scientist will have a little trouble with it. No wonder you also like to claim GSM rules the world. By taking a small sample to claim you result is the best solution. I pay visits to China, USA and the country I am from. It is not like what you claims. Do you understand? Please do not give me those lines to support your narrow view. That does not help your credit. As for vendor financing, you claim NOkia does not do it too often. I sincerely doubt it. It is the norm in telcomm. industry. I am not sure how Nokia and ERICY can avoid it without suffering any revenue streams. Please go back to your reliable source to ckeck it again. Or read Nokia's financial report. I can not do it here in that Nokia do not report its result to SEC. Qualcomm is a R&D company turning manufacturing company. Its business model so far has proved to be so successful even Nokia recognizes it. And you do not? Time and agian you were proven wrong in a lot of ways. I really doubt about your ability to write a balance report in any way. Best, Brina H.